Entry-Level CRM Specialist

Melissa is a fast-growing software company and leading provider of global address verification and identity authentication solutions. They are seeking a Junior CRM Specialist to assist in maintaining the integrity of contact data within the CRM system and support demand generation campaigns for the marketing and sales team. Responsibilities Create, maintain and update contact and company lists to ensure data integrity for marketing communications Create, update, and streamline any CRM workflow and documentation processes Be able to self-troubleshoot, problem-solve, and prioritize projects Build advanced automations for lead routing, follow-up, and reporting Maintain data cleanliness and governance, including deduplication, formatting standards, and enrichment Create internal documentation and SOPs for HubSpot processes Collaborate with leadership and team members to align HubSpot functionality with sales and operational goals Lead Salesforce configuration, customization, and maintenance Collaborate with dev, BA, and stakeholders on scalable solutions Manage users, roles, and security for data integrity and compliance Build and maintain custom objects, workflows, and approvals Create reports and dashboards to drive actionable insights Prioritize, troubleshoot, and resolve bugs/issues promptly Administer and maintain Salesforce orgs, including user setup, profiles, roles, permissions, and security settings Create and manage custom objects, fields, validation rules, workflow rules, and approval processes Build and maintain reports, dashboards, and data visualizations to support business insights and decision-making Implement and optimize automation using Flow Builder, Process Builder, and scheduled flows Ensure data integrity, perform data imports/exports, and manage data deduplication and cleanup Develop and maintain clear documentation for configurations, processes, user training guides, and in-person training sessions across departments Provide day-to-day support and troubleshooting for Salesforce users, resolving issues efficiently and effectively Collaborate with business units to gather requirements and translate them into scalable Salesforce solutions Stay current with Salesforce releases and recommend new features to improve system performance and user experience Support integration with third-party platforms Assist with general IT support when needed, including Windows troubleshooting, basic system administration, and helpdesk ticket resolution System management : Perform daily administrative tasks to keep the CRM running smoothly and efficiently User support : Act as the main point of contact for users, resolving technical issues and providing guidance Data management : Maintain data integrity, manage data entry, and implement security measures to protect sensitive customer information Customization : Tailor the CRM to the specific needs of the business by creating custom fields, designing workflows, and generating reports Training : Train and onboard new users to ensure they can effectively utilize the CRM Security : Implement and maintain security protocols to protect the system and its data from threats Reporting and analysis : Generate reports to help analyze data and provide insights for business decisions Skills 1-2 years direct experience in CRM and email marketing platforms, preferably in tech/date/software industry Knowledge and understanding of CRM platforms like HubSpot, Salesforce or other marketing automation software, database management, and general IT knowledge Strong communication, problem-solving, and analytical skills are crucial for working with different stakeholders and navigating challenges Knowledge of A/B testing, cross-channel marketing, and customer lifecycle including personalization Highly organized and proactive with a strong attention to detail 2+ years of experience as a Salesforce Administrator Salesforce Certified Administrator credential Strong understanding of Salesforce data model, security architecture, and user management Proven experience building complex reports and dashboards using native Salesforce tools and custom report types Demonstrated ability to create user-friendly documentation and deliver effective training Proficiency in data management, including Data Loader, Import Wizard, and data validation Excellent troubleshooting, communication, and documentation skills Benefits 401(k) with company match Medical, dental, and vision insurance Flexible spending account Life insurance, including company-provided coverage Paid Holidays and personal time off Educational assistance Office lunch on select weekdays Haircuts and manicures Workout class with personal trainer Onsite EV charging Company Overview Melissa helps organizations profile and verify, dedupe and enrich all their people data name, address, email and phone number and more. It was founded in 1985, and is headquartered in Santa Margarita, California, USA, with a workforce of 201-500 employees. Its website is